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Implementation and Client Services Manager
Job Summary
A company is looking for a Manager for Implementation and Client Services.
Key Responsibilities:
- Manage new client product implementations and ensure timely deployment of new products for investment manager clients
- Collaborate with external partners and internal departments to create an engaged and precise new fund onboarding experience for clients
- Lead and assist with advisor-initiated projects such as fund closures, custody changes, mergers, and reorganizations
Required Qualifications:
- Bachelor's degree in business administration or related field
- 5-8 years of experience in the financial services industry
- 1 year of implementation or project management experience
- 1-3 years of customer service, relationship management, or operational support experience
- 1-2 years of management and leadership experience
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COMPLETE JOB DESCRIPTION
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